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Stock Comparison · Structural lead, mixed market

MACOM Technology Solutions Holdings vs SUSS MicroTec: Which Stock Looks Stronger in 2026?

SUSS MicroTec SE holds the cleaner structural position, with the lead spread across profitability and valuation. MACOM Technology Solutions still leads on growth and stability, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The clearest score difference appears in profitability. SUSS MicroTec SE leads by 26 points on the overall comparison score.

Trajectory Similarity
0.70
Moderately similar
Peer-set rank: #4
within MACOM Technology Solutions Holdings, Inc.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

This level of similarity points to a meaningful structural match, though not a tight one.

The strongest overlap appears in investment intensity and revenue stability.

Similarity drivers
investment intensityrevenue stability
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
MTSI
MACOM Technology Solutions Holdings, Inc.
35
Peer-Score
Signal qualityHigh
vs
SMHN.DE
SUSS MicroTec SE
61
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: MTSI vs SMHN.DE Profitability 8 75 Stability 69 30 Valuation 18 75 Growth 67 50 MTSI SMHN.DE
Gap Ranking
#1 Profitability +67
#2 Valuation +57
#3 Stability +39
#4 Growth +17
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for MTSI and SMHN.DE Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer MTSISMHN.DE Relative valuation Structural strength

SUSS MicroTec SE and MACOM Technology Solutions Holdings, Inc. look relatively close on structure, but the price setup still leans toward SUSS MicroTec SE.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
On profitability, SUSS MicroTec SE ranks near the top of the group; MACOM Technology Solutions Holdings, Inc. sits in the weaker half.
Valuation
The same broad pattern appears on valuation: SUSS MicroTec SE ranks near the top of the group, while MACOM Technology Solutions Holdings, Inc. stays in the weaker half.
Profitability — Dominant Gap
MTSI
8
SMHN.DE
75
Gap+67in favour of SMHN.DE

Capital efficiency adds support, with a 21.8-point ROIC advantage.

What keeps the gap from being one-sided

Stability still leans toward MACOM Technology Solutions Holdings, Inc., so the lead is real without reading as one-way.

What this means for the comparison

The lead is built on both profitability and valuation — though growth still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the MTSI vs SMHN.DE comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how MTSI and SMHN.DE each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.